Laffer Tengler Investments’s NEXTERA ENERGY INC EQUITY UNIT NEE.PRP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Hold |
0
| – | -$2.91B | – | 224 |
|
|
2015
Q4 | – | Hold |
0
| – | -$3.07B | – | 28 |
|
|
2015
Q3 | – | Sell |
-36,549
| Closed | -$2M | – | 24 |
|
|
2015
Q2 | $2M | Sell |
36,549
-2,649
| -7% | -$145K | 0.49% | 55 |
|
|
2015
Q1 | $2.22M | Buy |
+39,198
| New | +$2.22M | 0.31% | 115 |
|
|
2014
Q4 | – | Sell |
-3,407
| Closed | -$186K | – | 155 |
|
|
2014
Q3 | $186K | Buy |
+3,407
| New | +$186K | 0.03% | 182 |
|